Previewing Process Report Fields
It would be helpful to be able to preview a process' report fields without going into a form and attaching the process.
Maybe where we have "Save Process", "Cancel" and "Copy Process" we could have "Preview Report Fields". Then when a person clicks on "Preview Report Fields" we would be shown the same thing we would see if we attached it to the process' application.
I don't know if this is possible. It was just a thought.
Angie
posted July 22, 2013 by Angie Boecker, Central Minnesota Arts Board
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Chris Dahl commented
Hi Angie,
The change I described above will be available in 5.0 which should be in Demo in about 10 days. Thanks for your patience!
-chris
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Chris Dahl commented
Hi Angie,
We're currently working on re-architecting our report field functionality. One of the changes we will be making in conjunction with this is that each form will be associated with a process. As a result of that change, the form preview functionality should be exactly what the users will see.
I'll update this Idea Lab item as we get closer to the release of the changes.
Thanks!
-chris -
Chris Dahl commented
Hi Angie,
Thanks for posting your suggestion. The reason we don't currently have a way to preview report fields without looking at the application (or any form within the process) is that a process's report fields can be attached to different stages (LOI, Application, etc.), so previewing the report fields requires picking a stage.
We can keep this request in mind as we continue moving forward, but for now it's not something we'll probably be doing anytime soon.
-chris
posted August 29, 2013 by Chris Dahl, Foundant Technologies